The investments of a lifetime

Investing regularly over time—even in small amounts—can help secure your future, but choosing among thousands of possible investments is no easy feat. To help you plan for and reach toward your goals, we offer a broad array of products from our own specialists and carefully selected strategic partners, coupled with seasoned advice.

Investment Services1

Securities

Your odds of financial success are largely determined by how you allocate your assets among different types of investments, such as stocks and bonds.2 Our Financial Advisors will help you make more informed decisions and design a portfolio that will suit your comfort level, carefully factoring in your investment goals and risk tolerance.

IRAs and Annuities

When it comes to saving for retirement, you can help by contributing to qualified programs that defer taxes during your earning years. From IRAs, which potentially allow you to enjoy tax deductions now, to annuities, which can provide a steady stream of income, we offer a wealth of options designed to help you retire on your terms.

College Savings

The hardest part of college shouldn’t be figuring out how to pay for it. With a 529 account,3 you can set aside money to help fund ever-increasing education costs in a way that’s both tax efficient and flexible. Anyone, not just parents and grandparents, can contribute, and you can generally transfer the funds to another family member without tax consequences if a child ultimately doesn’t use them.

Managed Accounts

If you’re ready for an investment portfolio tailored just for you and managed by industry professionals, it could be time for a managed account. Your dedicated advisor will work hard to understand your individual goals and then design a customized plan that includes money management and more, all while remaining mindful of how your investments complement your overall financial plan.

Risk Management4

While we can’t predict what the future holds, we can help you reduce financial risk by planning for the unknown with life, long-term care and disability insurance. You may need to replace income in the event of a death or disability, safeguard your savings if you or a loved has an extended illness or minimize the taxes associated with wealth transfer. We’ll help you understand and manage these risks, so you can protect your income, your loved ones and your business by being prepared.

Important Disclosure Information

Investment products and services are provided and offered through Synovus Securities, Inc. (SSI), a registered Broker-Dealer, member FINRA/SIPC and an SEC Registered Investment Advisor, Synovus Trust Company, N.A. (STC) and Creative Financial Group, a division of SSI. Trust services are provided by STC, a subsidiary of Pinnacle Bank, a Tennessee bank. Investment products and services are not FDIC insured, are not deposits of or other obligations of Pinnacle Bank, are not guaranteed by Pinnacle Bank, and involve investment risk, including possible loss of principal amount invested. SSI is a subsidiary of Pinnacle Financial Partners, Inc. and an affiliate of Pinnacle Bank, a Tennessee bank, dba Synovus Bank, and an affiliate of STC. You can obtain more information about SSI and its Registered Representatives by accessing BrokerCheck. Back
There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment loss. Back
529 College Savings Plan investments are offered through Synovus Securities, Inc. Information, including fees, expenses and sales charges, on the particular plan you have selected is available in the offering circular or official statement provided by the plan sponsor. Please read the information carefully prior to investing. Non-qualified withdrawals taxable as ordinary income in the extent of earnings and may also be subject to a 10% federal income tax penalty. Such withdrawals may have state income tax implications. State tax treatment of 529 Plans varies from state to state. Your state of residence, if different from the state offering the plan, may have additional features and/or tax benefits that are not available under the plan. Please consult your tax advisor prior to investing in your own or another state's 529 Plan. State-based benefits should be one of many appropriately weighted factors to be considered in making an investment decision. College Savings Plans have investment features similar to mutual funds or variable annuities. The value of your investment may fluctuate, and when redeemed, may be more or less than the original investment. Any dividend or interest is not guaranteed and may also fluctuate in value. Investors should consider personal investment objectives, risks, charges, and expenses as well as personal financial status, tax status and federal or state tax-related investment objectives carefully before investing.
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Life insurance may be purchased from Synovus Securities, Inc. (“SSI”), an affiliate of Pinnacle Bank, a Tennessee bank, dba Synovus Bank, or from any independent insurance agency. Approval of any bank product or service is not contingent upon purchasing insurance from SSI or any other affiliate. Insurance products and services are offered through SSI, and are not FDIC insured, are not deposits of or other obligations of any bank, nor guaranteed by any bank, and involve investment risk, including the loss of principal.
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